Doc. Number | Article Title | Effective Date | Version |
FHC-XX | Enrollment Reports | February 14, 2025 | 0.4 |
This article was developed to describe how to create and use Enrollment Reports within the Forth CRM.
The Enrollment Report allows management to track enrolled contacts in the CRM for client retention. This report shows clients who were enrolled in a specific month/year and how many are still enrolled. It also provides a quick summary of the total debt enrolled, the fee amounts collected, the custodial fees collected, and the account balance of the custodial account.
Note: a more comprehensive list is generated by selecting fewer filters.
This article will demonstrate steps for:
- Creating an Enrollment Report
- Report Filtering: Which contacts are included in the report?
- Fields To Show On Report: What data or information is displayed for the contacts?
Creating an Enrollment Report
1. Navigate to the Enrollments tab, then click "Reports" on the navigation bar.
2. Click Create New Report.
To edit an existing report, click on the title of any report from the list on the left-hand side. Then click on Customize to be taken to the edit screen
3. From the Enrollment Report creation/customization page, add or edit a Report Title, specify the Date Format, and input the number of records you would like to display in the Per Page Limit. If these are the only edits you wish to make for this report, click the Save Report button shown below at the right.
**Note: The number of records displaying on the report will affect the report's load time.
Report Filters
Filters will be located down the middle of the page. Filters are used to set qualifying conditions for clients to appear on the report you are creating.
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Fields to Show on Report
On the right-hand side of the Customize Report page, you will find Fields To Show On Report. These are the data columns that will appear when viewing the report.
To add a field, check the box of the designated field and drag it to place them in the order you would like them to appear on the report. Starting from the top to bottom, it will appear from left to right.
For example, if you check off the following options: Full Name, Record ID, State, Assigned To, Dropped Date, Dropped Reason, and Client Status; when looking at the report, they will be displayed in that order from left to right starting with Full Name.
You can export the entire table by clicking the Export Full Report button. You may also send an email to the user, which includes a link to the report by clicking the Email Report button. Additionally, the report can be located in the Reports tab, under My Exports. It remains for seven (7) days and then is automatically deleted from the system.
Article Version History:
Version | Effective Date | Description |
Basic | 01/23/2017 | Initial Release |
0.1 | 06/22/2022 | Minor Formatting Updates |
0.2 | 02/22/2023 | I added a header and version control footer and refreshed four screenshots. |
0.3 | 02/19/2024 | Minor formatting tweaks and resizing of smaller screenshots to improve their legibility. |
0.4 | 02/14/2025 | Refreshed screenshots to improve readability and made grammatical updates. No subject matter changes were made. |